Finance and Sales Emerging Talent Program - Dec. 26 Grads

Northwestern Mutual; Olde West Chester (OH); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Retirement package

Licensing and credential support

Job summary

Northwestern Mutual — West Chester is recruiting young professionals for a Winter cohort to join a comprehensive training and mentorship program that leads to a licensed Financial Advisor role. You’ll learn financial planning, sales, practice management, and client relationship building in a structured, cohort-based environment.

Engage directly with clients, conduct discovery meetings, and develop tailored financial plans while building your own book through referrals and community involvement.

Qualifications

• Proven ability to communicate clearly and build trust with clients.
• Ability to learn financial planning processes and adapt to a structured program.
• Commitment to ethical client service and integrity in all interactions.

Responsibilities

• Conduct discovery meetings with clients and present tailored financial plans.
• Help clients achieve their goals through relationship-building and market guidance.
• Develop and grow a client base through referrals and community engagement.
• Collaborate with experienced advisors in joint appointments and receive coaching.
• Create a business plan and utilize market development resources and support.

Skills

Communication skills

Relationship-building

Entrepreneurial mindset

Goal orientation

Reliability

Integrity

Ethical client service

Education

4-year degree or graduation by Dec 2026

Job description

Kick-start a career that teaches real business skills: sales, finance, leadership, and entrepreneurship, while making a meaningful impact in your community. We’re hiring young professionals for our Winter cohort in West Chester to join a full training and mentorship program that leads directly to a licensed Financial Advisor role.

Why this is great for young professionals

• Cohort-based training built for early-career talent, learn alongside peers and grow together.
• Structured, hands-on mentorship from experienced advisors and market leaders.
• Real-world experience building client relationships, delivering tailored financial plans, and developing a business—no prior advising experience required.
• Licensing and credential support (SIE, Series 6/63/7, CFP prep) with financial assistance for professional designations.
• Clear pathway to leadership and business ownership—this is a career, not a job.

What you’ll learn and do

• Complete award-winning onboarding and ongoing training in financial planning, sales, and practice management.
• Work directly with clients—conduct discovery meetings, develop and present tailored financial plans, and guide clients toward their goals.
• Build your book through authentic relationship development, community engagement, and referral cultivation.
• Partner with experienced advisors in joint appointments and receive hands-on coaching.
• Create a business plan and access market development resources, expense allowances, and operational support.
• Expand your skills through continuous professional development and move into leadership or specialty roles as you progress.

Compensation and benefits

• Competitive compensation model and commission structure designed to support early development and reward performance.
• Renewable income opportunities, bonus programs, and expense allowances.
• Paid for licensing and credentialing (SIE, Series 6, Series 63, Series 7) and CFP preparation.
• Medical, dental, and vision coverage, life insurance, disability benefits.
• Retirement package and pension plan.
• Flexible scheduling and parental leave.
• Local market support, training resources, and ongoing professional development.

Who we’re looking for

• Young professionals (recent grads and those early in their careers) who want to learn and build.
• Completed 4-year degree or graduation by December 2026
• If you are newly graduated, internships, campus leadership, athletics, volunteer leadership, or student org involvement are preferred and valued experience.
• Strong communication and relationship-building skills.
• Entrepreneurial mindset, goal orientation, and a desire for continuous growth.
• Reliability, integrity, and commitment to ethical client service.
• Legal authorization to work in the U.S. without sponsorship.

Why Northwestern Mutual — West Chester

Join a values-driven firm focused on long-term client outcomes, professional development, and a collaborative culture. At Northwestern Mutual you’ll work with a team committed to mentorship, measurable growth, and meaningful client impact while building real business and leadership skills.

Job Type: Full-time

Equal Opportunity Employer: We value diversity and are committed to creating an inclusive environment for all employees.